Creating & Managing Folders
Last updated August 9, 2024
Craft Docs empowers you to organize your documents within a workspace using folders. Folders act as containers for related documents, making them easier to find, manage, and access. This guide explains how to create and manage folders effectively within your Craft Docs workspace.
Creating a New Folder
- Navigate to Your Workspace:
- Go to the workspace where you want to add a new folder.
- Locate "New Folder" Option:
- Look for a button or option to create a new folder. This might be in the left sidebar, where your document list is, or in a dedicated menu.
- Name Your Folder:
- Enter a descriptive and concise name for your folder. For example, "Project Proposals," "Marketing Materials," or "Team Notes."
- Confirm Folder Creation:
- Click "Create" or a similar button to create the folder.
Managing Folders
- Adding Documents to Folders:
- Open the folder you want to add documents to.
- Click on the document you want to move.
- Drag and drop the document into the desired folder or select "Move to Folder" or a similar option.
- Renaming Folders:
- Right-click on the folder you want to rename.
- Select "Rename" or a similar option.
- Enter the new folder name and confirm.
- Deleting Folders:
- Right-click on the folder you want to delete.
- Select "Delete" or a similar option.
- Confirm the deletion process.
- Organizing Folders Within Folders:
- Craft Docs may support creating nested folders (folders within folders).
- Create a new folder within an existing folder to create a hierarchy.
- Sharing Folders:
- Craft Docs might allow you to share entire folders with collaborators, granting them access to all documents within the folder.
- Setting Permissions:
- You can set the permissions for any collaborator(s) you share folders with, giving them "Edit," "Comment," or "View" access.
Tips for Organizing with Folders
- Use Descriptive Names:
- Choose folder names that clearly represent the content within.
- Create Logical Structures:
- Structure your folders to reflect the organization of your projects, tasks, or topics.
- Maintain Consistency:
- Use a consistent naming convention and folder structure across your workspaces.
- Leverage Nested Folders:
- If available, use nested folders to create a deeper hierarchy for a more granular organization of documents.
By utilizing folders in Craft Docs, you can create a highly organized workspace, making it easier to navigate, find specific files, and collaborate with others on projects.
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